Accentuating the caveat emptor perspective with critical commentary on financial disclosure. I adopt a skeptical persona and look for chinks in the teflon coating of financial disclosure. My job is to identify financial warts. Perhaps a Black Swan. Disclosure: I do not hold positions in stocks mentioned for three trading days before or after blog post.
Tuesday, December 23, 2008
GM & Ford Bailouts Will They Survive Outside The US?
If General Motors (GM) and Ford (F) and Chrysler get emergency bail out financing that allows them to survive and thrive. What is to stop Toyota (TM) and Honda (HMC) from securing emergency financing to counter the renewed threats of the Big 3. The Big 3 were defeated in the market place and the US Government is now looking for ways to prop them up. Will Japan or other countries with huge sovereign funds decide to provide extra backing to ensure that the winners stay winners. Strategic thinking can go in any direction. Everyone is desperate and sharp eyed.